See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,417 | $183,963-29.1% | $162,163-19.6% | $152,861-14.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.88% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $4,037 | $6,371-36.6% | $5,614-28.1% | $4,762-15.2% |
| Participant deferral / active EE | $10,700 | $8,034+33.2% | $7,298+46.6% | $5,850+82.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |